Quotient + Zoho Books
Generate Zoho Books sales invoices when new Quotient quotes are accepted
Streamline your sales invoicing process with this efficient workflow. When a quote is accepted in Quotient, it immediately results in the creation of a sales invoice in Zoho Books. This automation not only ensures data consistency across platforms but also saves time by eliminating manual data entry. Simplify invoicing and focus more on growing your business.
Streamline your sales invoicing process with this efficient workflow. When a quote is accepted in Quotient, it immediately results in the creation of a sales invoice in Zoho Books. This automation not only ensures data consistency across platforms but also saves time by eliminating manual data entry. Simplify invoicing and focus more on growing your business.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country